要深入学习贯彻党的二十届四中全会精神和习近平总书记考察浙江重要讲话精神，准确把握明年经济工 作的重大问题，持续推动经济稳进向好、促进社会大局和谐稳定。要密切跟踪、精准研判经济形势。当 前，发展战略机遇和风险挑战并存、不确定难预料因素增多，但我国经济长期向好的支撑条件和基本趋 势没有变；我省具备民营经济发达、城乡区域协调、文化底蕴深厚、整体生态优越、干部群众实干争先 等优势，叠加一系列国家战略优势特别是国家支持经济大省挑大梁为浙江带来了重大机遇，其中蕴含着 巨大的发展红利。 希望广大企业坚定信心、积极作为，主动识变应变求变，不断提高发展质量和效益，为推动高质量发展 建设共同富裕示范区取得决定性进展、率先呈现基本实现社会主义现代化的生动图景作出新贡献、展现 新担当。浙江将以更精准有效的政策、更坚强有力的保障，打造创新生态最好的营商环境，支持企业做 强做优做大、实现高质量发展。 浙江省领导徐文光、邱启文、尹学群参加座谈。 据"今日浙江"微信公众号消息，12月4日上午，浙江省委书记王浩在杭州主持召开企业家和专家学者座 谈会，听取对明年经济形势和经济工作的意见建议。 座谈会上，李书福、刘杰、刘博、王文杰、吕梁、王江峰、 ...

来源：新浪证券-红岸工作室 2、根据2024年年报，公司海外营收占比为82.39%，受益于人民币贬值。 异动分析 共同富裕示范区+人民币贬值受益+专精特新+智能家居+3D打印 3、专精特新"小巨人"企业是全国中小企业评定工作中最高等级、最具权威的荣誉称号，是指专注于细 分市场、创新能力强、市场占有率高、掌握关键核心技术、质量效益优的排头兵企业，对于提升中小企 业自身的竞争力，以及提升产业链、供应链稳定性和竞争力具有重大意义。公司已入选工信部国家级专 精特新小巨人企业名单。 4、浙江万得凯流体设备科技股份有限公司主营业务为水暖器材、阀门、管件、建筑金属配件、智能家 居及环保节能控制系统等相关产品的研发、制造、销售与服务。 12月4日，万得凯跌0.88%，成交额1649.73万元，换手率2.29%，总市值28.33亿元。 5、2024年7月3日互动易：公司3D打印业务主要是为航天航空客户提供非金属打印产品，目前尚处于研 发送样阶段，还未产生实质性销售。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 资金分析 1、公司位于浙江省台州市玉环市龙溪镇东港村渔业，从事水暖器材的设计、开 ...

Core Viewpoint - Zhongli Co., Ltd. has shown a significant increase in stock price and trading volume, indicating positive market sentiment and potential growth in the electric forklift and industrial vehicle sector [1]. Company Overview - Zhongli Co., Ltd. specializes in the research, development, production, and sales of electric forklifts and other industrial vehicles, with a focus on green, digital, and intelligent solutions [2][3]. - The company was established on September 20, 2007, and went public on December 24, 2024 [7]. - The main revenue sources for the company include forklifts and related parts, accounting for 98.85% of total revenue, with other sources contributing 1.15% [7]. Financial Performance - For the period from January to September 2025, Zhongli Co., Ltd. achieved a revenue of 5.243 billion yuan, representing a year-on-year growth of 8.62%, and a net profit attributable to shareholders of 685 million yuan, up by 5.46% [8]. - The company has distributed a total of 253 million yuan in dividends since its A-share listing [9]. Market Position and Trends - The company benefits from a 51.63% share of overseas revenue, largely due to the depreciation of the Chinese yuan [3]. - Zhongli Co., Ltd. is positioned within the machinery equipment sector, specifically in engineering machinery, and is associated with concepts such as new industrialization, robotics, and smart logistics [8]. Stock Market Activity - On December 4, the stock price of Zhongli Co., Ltd. increased by 4.70%, with a trading volume of 128 million yuan and a turnover rate of 6.64%, leading to a total market capitalization of 15.19 billion yuan [1]. - The stock has shown a mixed trend in net inflow from major investors, with a slight increase of 11.89 million yuan on the day of analysis [4][5].

（来源：光伏产业网官微） 12月3日，据浙江发布消息，中共浙江省委关于制定浙江省国民经济和社会发展第十五个五年规划的建 议（以下简称"规划建议"）发布。 规划建议明确，加快建设更高水平生态省，打造人与自然和谐共生的美丽浙江。 加快构建清洁低碳、安全可靠、高效节能的新型能源体系。持续提高新能源供给比重，加快甘电入浙、 华东深远海风电母港等重大能源项目建设，大力发展深远海风电，积极安全有序发展沿海核电，加大光 伏开发力度，推进抽水蓄能、新型储能有序发展。推进化石能源清洁高效利用，实施新一代煤电升级行 动。提高终端用能电气化水平，推动能源消费绿色化低碳化。 深入践行绿水青山就是金山银山理念，以碳达峰碳中和为牵引，加快经济社会发展全面绿色转型，以优 化产业结构、优化能源结构、优化交通运输结构和提升生态环境治理能力水平为着力点，深入实施绿色 低碳发展和能源保供稳价工程，协同推进降碳、减污、扩绿、增长，打造美丽中国先行省。 加快构建绿色低碳循环产业结构。深入推进生态环境分区管控，从严把好产业源头准入，严控高能耗、 高排放项目上马建设。大力推进高耗能行业绿色低碳转型，积极发展节能降碳、环境保护、资源循环利 用等绿色低碳产业 ...

来源：新浪证券-红岸工作室 异动分析 机器人概念+人民币贬值受益+共同富裕示范区+注册制次新股+新股与次新股 1、根据公司招股说明书：公司自成立以来专注于电动叉车等机动工业车辆的技术研发与产品创新。在 机动工业车辆现有生产技术的基础上，结合行业发展趋势和国内外市场需求，公司以绿色化、数字化、 智能化作为发展方向，充分利用多年技术积累，采用独创的"正向研发" 模式，以客户需求为导向，从 产品外形、功能设计出发，不断开发适应市场需求的产品、工艺与技术，历经多年积淀研发出小金刚、 油改电叉车、搬马机器人等多款具有里程碑意义的产品。公司积极发展和布局移动搬运机器人业务， 2020 年推出具备自动化程度高、灵活性强、安全性好等优势的搬马机器人系列产品，有效减少无效搬 运，降低移动搬运机器人应用门槛。 2、根据2024年年报，公司海外营收占比为51.63%，受益于人民币贬值。 3、公司位于浙江省湖州市安吉县灵峰街道霞泉村。公司电动叉车等机动工业车辆研发、生产和销售， 公司主要产品包括电动叉车和内燃叉车，其中电动叉车包括电动平衡重乘驾式叉车（ClassI）、电动乘 驾式仓储叉车（ClassII）和电动步行式仓储叉车（Cla ...

Core Viewpoint - The company, Wenzhou Yuanfei Pet Toy Co., Ltd., is experiencing growth in the pet economy, benefiting from cross-border e-commerce and the depreciation of the RMB, with a significant portion of its revenue coming from overseas sales [2][3]. Company Overview - Wenzhou Yuanfei Pet Toy Co., Ltd. specializes in the research, production, and sales of pet products and pet food, with main products including pet snacks, leashes, toys, dry food, and wet food [2][7]. - The company was established on September 27, 2004, and went public on August 18, 2022 [7]. - As of September 30, the company reported a revenue of 1.281 billion yuan for the first nine months of 2025, representing a year-on-year growth of 37.66%, and a net profit of 130 million yuan, up 8.75% year-on-year [7]. Financial Performance - The company’s overseas revenue accounted for 85.78% of total revenue, benefiting from the depreciation of the RMB [3]. - The main revenue sources are pet snacks (52.09%), leashes (24.77%), staple food (9.79%), other products (7.72%), and toys (5.64%) [7]. - The company has distributed a total of 120 million yuan in dividends since its A-share listing [8]. Market Activity - On December 2, the company's stock price decreased by 0.41%, with a trading volume of 188 million yuan and a turnover rate of 6.53%, resulting in a total market capitalization of 5.129 billion yuan [1]. - The stock has seen a net inflow of 11.3487 million yuan from major investors today, with a total of 176 million yuan over the past three days [4][5]. Strategic Initiatives - The company has established overseas bases in Cambodia to enhance its global production capacity and reduce labor costs, with production facilities already operational [3]. - The company is focusing on building a supply chain in Southeast Asia to improve market competitiveness [3].

Core Viewpoint - The company, YN Technology, focuses on the photovoltaic power generation sector and has experienced a decline in stock price, with a market capitalization of 8.22 billion yuan as of December 2nd [1]. Group 1: Company Overview - YN Technology specializes in the research, production, and sales of component-level power electronic devices for distributed photovoltaic power generation systems, including micro-inverters, smart control disconnectors, and energy communication and monitoring systems [2]. - The company has completed product layout in energy storage, including portable mobile storage, household storage, and commercial storage systems, with its single-phase household storage series products entering mass production and being sold in Europe and the United States [2][3]. - YN Technology has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which is a prestigious title for small and medium-sized enterprises in China, indicating strong innovation capabilities and high market share [2]. Group 2: Financial Performance - As of the 2024 annual report, overseas revenue accounts for 66.03% of total revenue, benefiting from the depreciation of the RMB [3]. - For the period from January to September 2025, YN Technology reported operating revenue of 943 million yuan, a year-on-year decrease of 38.48%, and a net profit attributable to shareholders of 66.48 million yuan, down 55.52% year-on-year [7]. - The company's main business revenue composition includes micro-inverters and energy communication products (54.95%), commercial energy storage systems (29.14%), smart control disconnectors (8.94%), and others (3.89%) [7]. Group 3: Market Activity - On December 2nd, YN Technology's stock fell by 2.45%, with a trading volume of 93.1 million yuan and a turnover rate of 1.13% [1]. - The stock has seen a net outflow of 14.44 million yuan from main funds, indicating a reduction in holdings over the past two days [4][5]. - The average trading cost of the stock is 58.35 yuan, with the stock price approaching a resistance level of 53.16 yuan, suggesting potential for a price correction if this level is not surpassed [6].

Core Viewpoint - The company, Wenzhou Yuanfei Pet Toy Co., Ltd., is experiencing growth in the pet economy, benefiting from cross-border e-commerce and the depreciation of the RMB, with a significant portion of its revenue coming from overseas sales [2][3]. Company Overview - Wenzhou Yuanfei Pet Toy Co., Ltd. specializes in the research, production, and sales of pet products and pet food, with main products including pet snacks, leashes, toys, dry food, and wet food [2][7]. - The company was established on September 27, 2004, and went public on August 18, 2022 [7]. - As of September 30, 2025, the company reported a revenue of 1.281 billion yuan, a year-on-year increase of 37.66%, and a net profit of 130 million yuan, up 8.75% year-on-year [7]. Financial Performance - The company's overseas revenue accounted for 85.78% of total revenue, benefiting from the depreciation of the RMB [3]. - The main revenue sources are pet snacks (52.09%), leashes (24.77%), staple food (9.79%), other products (7.72%), and toys (5.64%) [7]. - The company has distributed a total of 120 million yuan in dividends since its A-share listing [8]. Market Activity - On November 28, the company's stock rose by 1.63%, with a trading volume of 202 million yuan and a turnover rate of 7.25%, bringing the total market capitalization to 5.005 billion yuan [1]. - The stock has seen a net inflow of 2.7024 million yuan from major investors today, with a total net inflow of 14.3987 million yuan over the past three days [5]. Strategic Initiatives - The company has established overseas bases in Cambodia to enhance its global production capacity and reduce labor costs, with production facilities already operational [3]. - The company is focusing on building a supply chain in Southeast Asia to improve market competitiveness [3].

Core Viewpoint - The company, Wuchan Zhongda, is actively involved in the agricultural supply chain and is enhancing its logistics capabilities through technology, while also participating in various financial services and government initiatives aimed at promoting common prosperity. Group 1: Company Overview - Wuchan Zhongda is located in Hangzhou, Zhejiang Province, and was established on December 31, 1992, with its shares listed on June 6, 1996 [7] - The company's main business includes modern supply chain integration services for bulk commodities, automotive sales and services, real estate, and financial services, with supply chain integration services accounting for 92.05% of its revenue [7] - As of September 30, 2025, the company had 95,100 shareholders, with an average of 54,375 circulating shares per person, a decrease of 9.72% from the previous period [8] Group 2: Financial Performance - For the period from January to September 2025, Wuchan Zhongda reported revenue of 432.979 billion yuan, a year-on-year decrease of 2.03%, while net profit attributable to shareholders increased by 30.87% to 3.051 billion yuan [8] - The company has distributed a total of 10.82 billion yuan in dividends since its A-share listing, with 2.955 billion yuan distributed over the past three years [9] Group 3: Strategic Initiatives - The company is constructing a smart supply chain logistics system using IoT technology to enhance data transmission and monitoring, thereby reducing costs and improving profit margins [2] - Wuchan Zhongda is actively responding to national and local government policies, participating in major strategic projects, and contributing to the construction of the Zhejiang International Oil and Gas Trading Center [2] - The company holds a 33% stake in Xintai Life Insurance, indicating its strategic involvement in the financial services sector [2] Group 4: Market Activity - On November 28, the stock price of Wuchan Zhongda increased by 0.19%, with a trading volume of 187 million yuan and a turnover rate of 0.67%, bringing the total market capitalization to 27.873 billion yuan [1] - The stock's average trading cost is 5.71 yuan, with the current price near a support level of 5.38 yuan, indicating potential for a rebound if this level holds [6]

2、公司有涉及玉米、大豆等农产品供应链集成服务。 3、公司注册地址为杭州市，实际控制人为浙江国资委。公司积极响应国家和地方政府政策导向，结合 公司产业布局，一方面积极融入和主动服务国家及浙江省大战略大项目，做好大宗商品原材料保供配送 服务、浙江国际油气交易中心建设等，另一方面充分发挥公司在智慧供应链集成服务、养老等方面的产 业特色优势，通过政企、银企、企企多方合作参与共同富裕示范区建设。 来源：新浪证券-红岸工作室 11月27日，物产中大涨0.37%，成交额1.88亿元，换手率0.67%，总市值278.21亿元。 异动分析 统一大市场+大豆+共同富裕示范区+参股保险+期货概念 1、公司积极构建智慧供应链物流体系，运用物联网技术将终端数据传送到大数据中心，实时监控达成 全方位的物联效果，降低供应链集成服务成本，提高利润率，夯实核心主业的行业龙头地位。重点以子 公司物产物流为承载主体，其系国家 AAAAA 级综合物流企业。 主力持仓 主力轻度控盘，筹码分布较为分散，主力成交额1.54亿，占总成交额的13.58%。 技术面：筹码平均交易成本为5.71元 该股筹码平均交易成本为5.71元，近期筹码减仓，但减仓程度减缓 ...